Training & Support

Get the basics down. Go deeper when ready.

Provide your frontline staff with the information they need to promote Autobooks. Teams can register for live webinars, or access pre-recorded sessions. Help your staff engage in-branch traffic, answer questions, and provide next steps.

• Learn about the invoicing and online payment features
• Follow the talk tracks to facilitate customer conversations
• Know where to go to get more information

Go to the knowledge base to learn more.

Everything you need to know about Autobooks Hub is here, a click away. Not sure how to best leverage a report? Go here. Need help setting up a notification for a team member? Also, go here. Find a wide range of articles here, including:

• How to help your enrolled small business that are missing information
• How to help your newly enrolled small business customers get paid
• A guide to the Autobooks SMB Report
• A guide to the Autobooks Payment Report

Create a ticket so customers can receive expert guidance.

Does your business customer need help with something? No problem. Just fill-out a support ticket so they can receive help from an Autobooks expert.

• Support your small business customers
• An expert will contact your customer and provide one-on-one help